California State Teachers Retirement System Has $7.28 Million Stock Holdings in Lear Corporation $LEA

Posted by George Bondi on Aug 5th, 2026

California State Teachers Retirement System lifted its holdings in Lear Corporation (NYSE:LEA – Free Report) by 20.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 60,094 shares of the auto parts company’s stock after purchasing an additional 10,090 shares during the quarter. California State Teachers Retirement System’s holdings in Lear were worth $7,276,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. UMB Bank n.a. raised its position in Lear by 15.0% during the fourth quarter. UMB Bank n.a. now owns 676 shares of the auto parts company’s stock worth $77,000 after acquiring an additional 88 shares in the last quarter. Waterfront Wealth Inc. increased its position in Lear by 0.5% during the 1st quarter. Waterfront Wealth Inc. now owns 17,404 shares of the auto parts company’s stock worth $2,107,000 after buying an additional 89 shares during the period. Inspire Advisors LLC grew its position in shares of Lear by 4.5% during the 4th quarter. Inspire Advisors LLC now owns 2,147 shares of the auto parts company’s stock worth $246,000 after purchasing an additional 92 shares in the last quarter. Allworth Financial LP raised its position in shares of Lear by 32.0% in the fourth quarter. Allworth Financial LP now owns 408 shares of the auto parts company’s stock valued at $47,000 after buying an additional 99 shares in the last quarter. Finally, Advisors Asset Management Inc. boosted its stake in shares of Lear by 2.1% in the fourth quarter. Advisors Asset Management Inc. now owns 5,899 shares of the auto parts company’s stock valued at $676,000 after buying an additional 121 shares during the period. 97.04% of the stock is currently owned by institutional investors.

Insider Transactions at Lear

In other news, Director Conrad L. Mallett, Jr. sold 190 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $141.34, for a total value of $26,854.60. Following the completion of the transaction, the director directly owned 1,683 shares in the company, valued at approximately $237,875.22. This represents a 10.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Jason M. Cardew sold 5,000 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $147.50, for a total transaction of $737,500.00. Following the transaction, the chief financial officer owned 13,241 shares in the company, valued at $1,953,047.50. The trade was a 27.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 62,026 shares of company stock worth $8,498,248. 1.02% of the stock is currently owned by company insiders.

Key Headlines Impacting Lear

Here are the key news stories impacting Lear this week:

Positive Sentiment: Lear reported second-quarter 2026 earnings of $4.28 per share, exceeding the $3.98 analyst consensus, while revenue rose 3% year over year to $6.21 billion. Management also raised its full-year outlook, providing a favorable catalyst for the shares. Lear Corporation reports second quarter 2026 financial results and raises full year outlook
Positive Sentiment: Management highlighted automation-led momentum on its earnings call, suggesting productivity improvements and technology adoption could support future margins and growth. Lear Corp. Earnings Call Highlights Automation-Led Momentum
Neutral Sentiment: Wells Fargo raised its price target from $137 to $138 but maintained an Equal Weight rating, signaling modest valuation upside without a strong bullish endorsement. Wells Fargo raises Lear price target
Neutral Sentiment: Investors are examining Lear’s international revenue trends for clues about demand and the sustainability of Wall Street’s earnings expectations. Why Lear international revenue trends deserve attention
Negative Sentiment: BNP Paribas Exane downgraded Lear from Outperform to Neutral, adding pressure to sentiment despite the improved company outlook. BNP Paribas Exane downgrades Lear
Negative Sentiment: A recent report noted a sharp decline in Lear shares even after the company raised its 2026 sales outlook, indicating that investors remain concerned about execution, capital allocation, or the quality of the projected growth. Lear shares fall after raising 2026 sales outlook

Analysts Set New Price Targets

LEA has been the subject of several analyst reports. Citigroup lifted their price objective on Lear from $177.00 to $179.00 and gave the company a “buy” rating in a report on Monday, May 4th. The Goldman Sachs Group reiterated a “neutral” rating and set a $140.00 price target on shares of Lear in a report on Saturday. TD Cowen raised shares of Lear from a “hold” rating to a “buy” rating and boosted their target price for the stock from $138.00 to $165.00 in a report on Tuesday, May 26th. Royal Bank Of Canada raised their target price on Lear from $138.00 to $143.00 and gave the stock a “sector perform” rating in a research note on Monday, July 13th. Finally, Morgan Stanley set a $130.00 target price on shares of Lear in a research note on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $145.23.

View Our Latest Stock Report on Lear

Lear Trading Up 0.7%

Shares of Lear stock opened at $125.98 on Wednesday. The company has a current ratio of 1.31, a quick ratio of 1.04 and a debt-to-equity ratio of 0.51. The stock has a fifty day simple moving average of $139.43 and a 200 day simple moving average of $131.18. Lear Corporation has a 12-month low of $92.93 and a 12-month high of $150.33. The company has a market capitalization of $6.21 billion, a P/E ratio of 11.74, a price-to-earnings-growth ratio of 0.60 and a beta of 1.25.

Lear (NYSE:LEA – Get Free Report) last announced its quarterly earnings data on Friday, July 31st. The auto parts company reported $4.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.98 by $0.30. Lear had a return on equity of 14.18% and a net margin of 2.35%.The firm had revenue of $6.21 billion during the quarter, compared to the consensus estimate of $6.15 billion. During the same quarter in the prior year, the company earned $3.06 EPS. The business’s revenue for the quarter was up 3.0% on a year-over-year basis. On average, sell-side analysts anticipate that Lear Corporation will post 14.81 earnings per share for the current fiscal year.

Lear Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Wednesday, June 3rd were given a $0.77 dividend. The ex-dividend date was Wednesday, June 3rd. This represents a $3.08 annualized dividend and a dividend yield of 2.4%. Lear’s payout ratio is 28.70%.

About Lear

(Free Report)

Lear Corporation (NYSE: LEA) is a global supplier of automotive seating and electrical distribution systems. The company designs, engineers and manufactures complete seat systems, seat components and power solutions for major vehicle manufacturers. Its electrical business delivers modules and components for battery management, infotainment, body and safety electronics, as well as advanced connectivity and electrification solutions.

The seating division develops lightweight, ergonomic seat structures, trim and mechanisms that address comfort, safety and environmental targets.